KiwiSaver Adviser Tool

Save time by using KiwiSaver Adviser Tool to automate your KiwiSaver advice workflow

Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.

Financial adviser shaking hands with a couple

KiwiSaver Adviser Tool

Save time by using KiwiSaver Adviser Tool to automate your KiwiSaver advice workflow

Streamline your Fact Find, Statement of Advice, Authority to Proceed and Reviews in a secure digital environment.

Save Time and Money

Automate your advice workflow and gain more time to spend with clients or on other high-value tasks.
Two people icon

Simplify Compliance

Automatically record electronic signoffs by clients and ensure all staff use the same document template.
Cog icon in speech bubble

Improve Efficiency

Information can be supplied or reviewed by clients and advisers at a time that best suits.
Wealthpoint Nelson logo

“We would have had to avoid new KiwiSaver clients if we didn’t have this solution.”

Nigel Rukuwai
Principal Adviser and Managing Director – Wealthpoint Nelson

How KiwiSaver Adviser Tool Works

Please note: KiwiSaver Lite plan finishes at Step 8.

Ready to Get Started?

Contact our team for a no-obligation demonstration

Streamline Your KiwiSaver Advice Process

Your KiwiSaver Adviser Tool and documents are personalised with your logo, brand colours and images

Eye icon in speech bubble

Fact Find

Use our standard Fact Find including an OMNIMax risk profile.

Document icon in speech bubble

Statement of Advice

Use our Statement of Advice template and change parts to make it your own. Includes FMA projections.

Icon of a blue tick inside a speech bubble with a blue border

Client Sign-off

Utilise our Authority to Proceed workflow to capture your client’s sign-off either in-person or via client login. 

Financial adviser sitting with a couple at a table
Person with pen and laptop and floating checklist

Simplify Compliance

Automatically record client signoffs with date and time information

Disclosure

Make sure your clients are getting the right disclosure information at each step.

Smiley face icon in speech bubble

Sign-off Options

Tailor signoff to suit your client. Select from online authorisation or in person signature.

Secure Your Data

Ensure your data and your client data is secure

Secure icon

Secure Data Storage

Our software and your data are hosted through Microsoft Azure.

Chart icon in speech bubble

Encrypted Data Transfer

All data transferred between users and your Adviser Tool is encrypted.

Hands typing on a laptop keyboard
Person holding a lightbulb that is lighting up

Additional Features Available

Upgrade to KiwiSaver Pro to access these features

Secure icon

Cloudcheck AML Integration

Send client information to Cloudcheck for AML checks.

Report Library Access

Select from our library of reports.

Kiwi icon in speech bubble

KiwiSaver Review Process

Automate KiwiSaver reviews in the time you specify.

Get Started Today

Contact our team for a no-obligation demonstration

Strategic Financial Planning logo

“We’ve greatly reduced the time associated with each client due to the automation and digitalisation of our workflows.”

Michael Taylor – Strategic Financial Planning

KiwiSaver Adviser Tool Options

Select the option that best suits how you want to use KiwiSaver Adviser Tool

KiwiSaver Lite

$165

per month*

  • Brand customisation
  • Pre-built advice workflows
  • Fact Find
  • Disclosure
  • Statement of Advice
  • Client sign-off
  • Marketing tools
  • Marketing opt-in
  • Built-in FMA projection
KiwiSaver Pro

$240

per month*

All KiwiSaver Lite features, plus:

  • AML – Cloudcheck integration
  • Reporting
  • KiwiSaver review process
KiwiSaver Lite + Investment Lite

$360

per month*

KiwiSaver Pro + Investment Pro

$425

per month*

* All prices are per adviser and exclude GST. Setup cost and platform licence may be applicable. Volume discounts are available. For full pricing details, please go to our Pricing page.

Adviser Tool FAQs

Answers to our most commonly asked questions

Once you’ve decided to proceed, our Sales Team will confirm your needs and send you a Service Provision Agreement (SPA) via Adobe Sign to sign. Your SPA lists, among other things, the products and services we are providing you, the cost of these and which Support plan you have chosen.  

Once your SPA is signed and returned, our Team will contact you to gather your logo, brand colours and any other brand assets you want to be used in your Adviser Tool. Our Development Team will then create your Tool.  

Once your Adviser Tool is completed, our Team will notify you that it’s ready to use and offer you training. During the first 30 days, we help you through the process and clarify any questions you may have.  After 30 days, you’ll move on to the Support plan nominated in your SPA, and our Support Team will help you with any Support-related issues.  

Your Adviser Tool includes brand customisation where we use your logo, brand colours and images to make the Tool and some features (including SOA, Fact Find and Authority to Proceed), match your existing branding. If you would like to further customise a feature or create your own from scratch, we can also do this. 

The KiwiSaver review process works in a few different ways. Once a client has completed their authority to proceed, you set a future review date. When this date is reached, your Adviser Tool will automatically create a KiwiSaver review task for you to complete for this client. Each time you complete a review (whether your client approves your advice or not), you’ll be prompted to set a new review date.

You can also manually create a KiwiSaver review task for a client. Or if you are new to Adviser Tools or upgrading to KiwiSaver Pro, we can bulk import KiwiSaver Review tasks for your clients. 

Yes, you can. There are a few ways of doing this. We can bulk import your current client details and a KiwiSaver review task for each client. 

We can also bulk import just your client details and you then manually create a KiwiSaver review task for each client when you want to. You can also manually enter your client details at any time and create a review. 

You can use up to 14 providers. If you have more than 14 providers, you can still use Adviser Tools – we’d just need to do some development work to allow for this. Get in touch if this is the case for you and we’ll be able to provide you with more information.

Yes, once your Adviser Tool is ready to go live, you and your team will be offered training on how to use it. We can also record this training for you to access later.

We also have a Support and Knowledge Portal where we have articles on how to do a variety of tasks within your Adviser Tool. If you have new team members that need training or you need a refresher, we can also do this. 

Yes, all our Adviser Tools clients are automatically put onto our free Basic Support plan which provides you with two support hours each quarter. This plan also provides access to our Support & Knowledge Portal where you can log support tickets if you have any queries or concerns plus, you’ll get access to articles on how to perform various tasks within Adviser Tools.

For our larger clients or those needing a higher level of support, we also have our Plus and Premium Support plans, for a monthly fee. You can find more information about our Support plans here.

Why Work With Us

We’ve been fuelling financial advice conversations since 2002

Some of New Zealand’s top financial advice brands trust our solutions.

Fisher Funds logo
Wealthpoint logo
FoxPlan logo
BNZ logo
AndCo Mortgages logo
Amicus logo